Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Alexandria Real Estate Equities
ARE
$8.19B
| $229M | 0.01% |
2,753,163
+845,139
|
|
||
852
Wynn Resorts
WYNN
$12.9B
| $229M | 0.01% |
1,784,061
-58,583
|
|
||
853
Rollins
ROL
$28.9B
| $228M | 0.01% |
3,880,894
-583,540
|
|
||
854
Vanguard S&P 500 Value ETF
VOOV
$5.93B
| $227M | 0.01% |
1,138,537
+30,486
|
|
||
855
Canadian National Railway
CNI
$60.3B
| $227M | 0.01% |
2,407,870
+127,421
|
|
||
856
Gabelli Dividend & Income Trust
GDV
$2.4B
| $227M | 0.01% |
8,364,207
+4,333
|
|
||
857
Invesco S&P MidCap Quality ETF
XMHQ
$5.14B
| $227M | 0.01% |
2,160,409
+146,599
|
|
||
858
Skyworks Solutions
SWKS
$10B
| $226M | 0.01% |
2,938,371
+238,114
|
|
||
859
Invitation Homes
INVH
$16.2B
| $226M | 0.01% |
7,692,293
+808,631
|
|
||
860
Pure Storage
PSTG
$23B
| $226M | 0.01% |
2,691,184
-741,278
|
|
||
861
Pentair
PNR
$17.3B
| $225M | 0.01% |
2,032,671
-334,509
|
|
||
862
PTC
PTC
$21B
| $224M | 0.01% |
1,105,610
+237,463
|
|
||
863
Domino's
DPZ
$14.6B
| $224M | 0.01% |
519,812
-19,934
|
|
||
864
DocuSign
DOCU
$13.7B
| $224M | 0.01% |
3,110,294
-776,178
|
|
||
865
Incyte
INCY
$18.7B
| $224M | 0.01% |
2,640,736
+45,980
|
|
||
866
Xtrackers S&P 500 ESG ETF
SNPE
$2.27B
| $224M | 0.01% |
3,730,243
-23,160
|
|
||
867
Semtech
SMTC
$6.75B
| $224M | 0.01% |
3,134,004
-106,219
|
|
||
868
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
| $223M | 0.01% |
4,741,151
+142,864
|
|
||
869
Texas Pacific Land
TPL
$19.3B
| $222M | 0.01% |
238,075
-44,541
|
|
||
|
SW
870
Smurfit Westrock
SW
$19.6B
| $221M | 0.01% |
5,197,012
+898,335
|
|
||
871
Waters Corp
WAT
$22.9B
| $221M | 0.01% |
737,252
-99,152
|
|
||
872
Williams-Sonoma
WSM
$22.4B
| $221M | 0.01% |
1,129,831
-353,323
|
|
||
873
Royal Gold
RGLD
$18.5B
| $220M | 0.01% |
1,099,264
+230,677
|
|
||
874
FTI Consulting
FCN
$5.27B
| $220M | 0.01% |
1,360,714
-9,519
|
|
||
875
Global X MLP ETF
MLPA
$1.83B
| $219M | 0.01% |
4,524,413
+166,705
|
|